Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,891 | $95,453-66.6% | $112,040-71.5% | $82,448-61.3% |
| Participation rate | 37.0% | 72.8%-35.8pp | 76.5%-39.5pp | 68.1%-31.1pp |
| Annual return | 16.47% | 23.92%-7.5pp | 24.52%-8.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $880 | $2,318-62.0% | $2,954-70.2% | $2,551-65.5% |
| Participant deferral / active EE | $2,331 | $4,224-44.8% | $5,098-54.3% | $4,139-43.7% |
| Admin fee / account holder | $2,075 | $9,013-77.0% | $12,098-82.8% | $7,234-71.3% |